Daily 11/29/13: Black Friday, watching the retailers. M is looking interesting, concerned about TGT and WMT due to margin compression. Probably favoring the high end retailers this season. Will watch in the next two weeks.

Week in advance 12/2/13: Retailers in the spotlight, tech products stocks should be in the spotlight as we learn what people are buying this season. Social is somewhat overheated but may keep climbing as the cycle feeds itself.